Weekly Crypto Cheat Sheet

11/29/22

Hello all. Below is the weekly cheat sheet. On Wednesday, I’ll have a free post out on upcoming catalysts and narratives to watch out for. Thursday will have another small cap deep dive. And Friday will have this month’s whale watching post. Lastly, in case you missed it, I had some recent interviews with Blocmates and the Daily Degen, which are worth checking out if you want to learn more about my background, how I got started in crypto, what I’m building and advice I have.

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Crypto majors bounced over the week, with BTC up 3% (trading at $16.4k), while ETH was up 7% (trading at $1,210). With most of the contagion from FTX’s fallout seemingly behind us, macro may take more importance over the coming month, and here are the key dates to watch out for:

• 11/30 - Jerome Powell speaking event

• 12/1 - PCE inflation

• 12/2 - NFP employment

• 12/13 - November CPI Data

• 12/14 - next FOMC meeting

💰Smart Money Flows:

7-Day Largest Inflows (Nansen):

• MATIC: $11mm

• WETH: $6mm

• PYR: $2mm

• PERP: $2mm

• LINK: $2mm

7-Day Largest Outflows (Nansen):

• BUSD: -$50mm

• USDC: -$45mm

• wBTC: -$24mm

• xSUSHI: -$4mm

• CRV: -$2mm

• MKR: -$2mm

📰 This Week’s Crypto News:

• BlockFi files for bankruptcy

• Binance announces $1bn industry recovery fund

• FTX-backed DEX Serum calls itself 'defunct,' promotes community fork

• Bankman-Fried Robinhood shares are the target of a BlockFi lawsuit

• House lawmakers set first FTX hearing for Dec. 13

• Aave pauses lending markets for 17 Ethereum-based tokens

• ConsenSys says it collects IP addresses of MetaMask users via Infura

📖 Weekend Reads / Watches:

• Why Nobody uses Web 3 Yet

• Understanding G 0.00%↑ MXs network effect and how it's a catalyst for Arbitrum adoption

• Fantom: an inside financial peak at being a ‘crypto company’

• CAP v4

• Intro to CRVUSD